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Global X S&P 500 Catholic Values ETF
CATH

179 hedge funds and large institutions have $439M invested in Global X S&P 500 Catholic Values ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 75 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 37

6.19% more ownership

Funds ownership: 45.31% → 51.49% (+6.2%)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

1% less funds holding

Funds holding: 181 → 179 (-2)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

49% less capital invested

Capital invested by funds: $867M → $439M (-$428M)

Holders
179
Holders Change
-2
Holders Change %
-1.1%
% of All Funds
2.4%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
75
Reduced
37
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FEG
Fund Evaluation Group
Ohio
+$8.03M
2
Bank of America
Bank of America
North Carolina
+$5.16M
3
Wells Fargo
Wells Fargo
California
+$4.3M
4
CB
Commerce Bank
Missouri
+$2.84M
5
Morgan Stanley
Morgan Stanley
New York
+$2.41M

Top Sellers

Rank Fund Capital Flow
1
KeyBank National Association
KeyBank National Association
Ohio
-$4.63M
2
ACGA
Atlanta Consulting Group Advisors
Georgia
-$2.71M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.2M
4
Truist Financial
Truist Financial
North Carolina
-$927K
5
NA
Nottingham Advisors
New York
-$914K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$59.7M +$5.16M +72,709 +9%
CTC
2
Central Trust Company
Missouri
$42.5M +$49.2K +694 +0.1%
FEG
3
Fund Evaluation Group
Ohio
$32.8M +$8.03M +113,169 +30%
Morgan Stanley
4
Morgan Stanley
New York
$27.3M +$2.41M +33,926 +9%
Truist Financial
5
Truist Financial
North Carolina
$18.8M -$927K -13,065 -4%
BA
6
BCM Advisors
Louisiana
$16.2M +$237K +3,341 +1%
Wells Fargo
7
Wells Fargo
California
$14.7M +$4.3M +60,568 +39%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$9.8M +$1.04M +14,636 +11%
FWIA
9
Fort Washington Investment Advisors
Ohio
$9.33M +$266K +3,751 +3%
LPL Financial
10
LPL Financial
California
$9.13M +$139K +1,958 +1%
CFFNO
11
Common Fund For Nonprofit Organizations
Connecticut
$8.89M -$432K -6,087 -4%
Corient Private Wealth
12
Corient Private Wealth
Florida
$8.74M +$119K +1,680 +1%
CB
13
Commerce Bank
Missouri
$8.49M +$2.84M +40,050 +47%
Aristotle Capital Management
14
Aristotle Capital Management
California
$6.27M – – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$6.17M -$571K -8,052 -8%
Ameriprise
16
Ameriprise
Minnesota
$6.11M -$42K -592 -0.7%
FBT
17
First Bank & Trust
South Dakota
$6.05M – – –
HCC
18
Hirtle Callaghan & Co
Pennsylvania
$5.43M – – –
CCB
19
Country Club Bank
Missouri
$5.03M -$617K -8,695 -10%
DI
20
DAGCO Inc
Ohio
$4.98M +$30.2K +425 +0.6%
Cerity Partners
21
Cerity Partners
New York
$4.14M +$2.63K +37 +0.1%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$4.1M – – –
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$4.05M +$14.4K +203 +0.3%
SEI Investments
24
SEI Investments
Pennsylvania
$3.75M -$27.2K -384 -0.7%
AF
25
Allworth Financial
California
$3.66M +$586K +8,263 +18%
1
2 3 4 5

CATH Hedge Fund Activity: Q1 2025 in Review

179 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q1 2025, worth a combined $439M — down 49% from $867M a quarter earlier.

Fund positioning in CATH was balanced in Q1 2025: 16 funds opened new positions, 16 closed out, 75 added to existing stakes and 37 trimmed.

The largest buyer was Fund Evaluation Group, adding an estimated $8.03M. The largest seller was KeyBank National Association, cutting an estimated $4.63M.

  • 179 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q1 2025, down from 181 in Q4 2024.
  • Funds reported $439M of Global X S&P 500 Catholic Values ETF stock for Q1 2025, down 49% quarter-over-quarter.
  • 16 funds opened new Global X S&P 500 Catholic Values ETF positions in Q1 2025 and 16 closed out, a net change of 0 holders.
  • The largest Global X S&P 500 Catholic Values ETF buyer in Q1 2025 was Fund Evaluation Group, an estimated $8.03M added.
  • The largest Global X S&P 500 Catholic Values ETF seller in Q1 2025 was KeyBank National Association, an estimated $4.63M sold.

Based on aggregated 13F filings for Q1 2025.